BCM

BTC Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.04M
3
+$8.73M
4
DE icon
Deere & Co
DE
+$5.64M
5
SIVB
SVB Financial Group
SIVB
+$5.26M

Top Sells

1
+$6.01M
2
+$4.95M
3
+$4.68M
4
LULU icon
lululemon athletica
LULU
+$4.3M
5
AVGO icon
Broadcom
AVGO
+$3.47M

Sector Composition

1 Technology 16.61%
2 Financials 11.23%
3 Healthcare 9.77%
4 Industrials 8.46%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.45M 0.44%
22,074
-6,124
77
$4.39M 0.43%
9,289
-678
78
$4.3M 0.42%
31,019
+165
79
$4.29M 0.42%
91,542
-4,922
80
$4.23M 0.42%
101,087
-4,093
81
$3.92M 0.39%
50,819
+471
82
$3.9M 0.39%
29,037
+470
83
$3.83M 0.38%
50,128
84
$3.63M 0.36%
95,910
+7,474
85
$3.58M 0.35%
82,033
+1,843
86
$3.53M 0.35%
8,504
+4
87
$3.52M 0.35%
48,161
-7,184
88
$3.41M 0.34%
56,212
+490
89
$3.3M 0.33%
28,504
+2,260
90
$3.18M 0.31%
+58,693
91
$3M 0.3%
36,385
-6,336
92
$2.96M 0.29%
19,037
93
$2.95M 0.29%
+53,906
94
$2.88M 0.28%
35,842
+13,014
95
$2.88M 0.28%
+93,067
96
$2.81M 0.28%
32,974
-2,416
97
$2.68M 0.26%
427,558
+256,219
98
$2.67M 0.26%
24,597
99
$2.63M 0.26%
45,114
+1,146
100
$2.62M 0.26%
54,515
-4,108
2 3
4
5 6